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Genmab — Juli 2018

Planlagt Fastgjort Låst Flyttet Genmab
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  • E Offline
    E Offline
    E_L
    wrote on sidst redigeret af
    #476

    England’s cost effectiveness watchdog NICE has issued draft guidance not recommending Janssen's Darzalex (daratumumab) for second line use in multiple myeloma in combination with existing treatments. http://www.pmlive.com/pharma_news/daily_brief_trump_arrives_in_london,_nice_says_no_to_darzalex,_pfizer_backs_down_on_prices_1244070

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    • E Offline
      E Offline
      E_L
      wrote on sidst redigeret af
      #477

      idiots.

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      • E Offline
        E Offline
        E_L
        wrote on sidst redigeret af
        #478

        @gentogen , that surprised me too

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        • E Offline
          E Offline
          E_L
          wrote on sidst redigeret af
          #479

          $50mio is not material anymore lol

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          • G Offline
            G Offline
            GeorgeBest
            wrote on sidst redigeret af
            #480

            Well the 54M $ does not impact the income statement. But it must have impact on the cash balance.

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            • P Offline
              P Offline
              peter12
              wrote on sidst redigeret af
              #481

              Gorsky skal faktisk til møde med Trump i England i dag (før han flyver til København - sorry joking), men første del er korrekt 😉

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              • P Offline
                P Offline
                peter12
                wrote on sidst redigeret af
                #482

                Link Preview Image
                Trump heads to UK, to meet with pharma execs

                The chief executives of Johnson & Johnson and GlaxoSmithKline are said to be attending a dinner with Trump and May.

                favicon

                Fox Business (www.foxbusiness.com)

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                • E Offline
                  E Offline
                  E_L
                  wrote on sidst redigeret af
                  #483

                  true offcourse,how wonderfull though that we dont have to worry about the cash/liquidity impact (anymore)

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                  • I Offline
                    I Offline
                    Investor13
                    wrote on sidst redigeret af
                    #484

                    Dårligt nyt fra England. Burde kursen ikke falde på sådan en nyhed? Det er jo umiddelbart en stor potentiel gruppe som går tabt!

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                    • E Offline
                      E Offline
                      E_L
                      wrote on sidst redigeret af
                      #485

                      it is not good news, but not the end of the world. NICE has been playing the same game with Monotherapy. i would expect some sort of temporary solution with the Cancer Drugs Fund again at some point, until data is more mature (longer) and NICE will have to approve

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                      • E Offline
                        E Offline
                        E_L
                        wrote on sidst redigeret af
                        #486

                        patients are not stupid, they can see the results and availability in other countries and will press NICE

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                        • BulderB Offline
                          BulderB Offline
                          Bulder
                          wrote on sidst redigeret af
                          #487

                          It was a draft guidance?

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                          • G Offline
                            G Offline
                            gentogen
                            wrote on sidst redigeret af
                            #488

                            Det handler KUN om penge: " The committee agreed that the
                            improvements in progression-free survival with daratumumab plus
                            bortezomib and dexamethasone are large and that this combination is a
                            step-change in the treatment of people with multiple myeloma......

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                            • G Offline
                              G Offline
                              gentogen
                              wrote on sidst redigeret af
                              #489

                              Og så videre: The committee
                              understood from patient and clinical experts, and the Cancer Drugs Fund
                              clinical lead, that an 18-month improvement in median progression-free
                              survival was considered a ‘game-changing’ treatment effect in the secondline
                              treatment of multiple myeloma. It concluded that daratumumab plus
                              bortezomib and dexamethasone had a statistically significant and clinically
                              important effect on progression-free survival compared with bortezomib
                              plus dexamethasone.

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                              • E Offline
                                E Offline
                                E_L
                                wrote on sidst redigeret af
                                #490

                                yes @Bulder , and it says Janssen will continue to seek a solution with NICE but I have very little hope that will get done before 2 august....

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                                • P Offline
                                  P Offline
                                  Plimsoller
                                  wrote on sidst redigeret af
                                  #491

                                  @E L
                                  Why is August 2nd important

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                                  • E Offline
                                    E Offline
                                    E_L
                                    wrote on sidst redigeret af
                                    #492

                                    only because it is the Closing date for comments for this decision for NICE https://www.nice.org.uk/guidance/indevelopment/gid-ta10174/consultation/html-content-2

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                                    • BulderB Offline
                                      BulderB Offline
                                      Bulder
                                      wrote on sidst redigeret af
                                      #493

                                      Now let me guess the headline on Medwatch: England gives daratumumab thumbs down!

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                                      • Helge_LarsenPI-redaktørH Offline
                                        Helge_LarsenPI-redaktørH Offline
                                        Helge_LarsenPI-redaktør
                                        wrote on sidst redigeret af
                                        #494

                                        "14.07" bedre anbefaling fås ikke. 😄

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                                        • Helge_LarsenPI-redaktørH Offline
                                          Helge_LarsenPI-redaktørH Offline
                                          Helge_LarsenPI-redaktør
                                          wrote on sidst redigeret af
                                          #495

                                          Børsen om aftalen: http://borsen.dk/nyheder/virksomheder/artikel/1/365636/analytiker_om_genmabs_aftale_til_trecifret_millionbeloeb_det_er_et_skridt_i_den_rigtige_retning.html?utm_source=forside&utm_campaign=nyhed_01

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